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Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

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$39.26 +0.02 (+0.05%)
Closing price 04:10 PM Eastern
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$39.26 +0.01 (+0.01%)
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Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$208.75M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$44.66M
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DFIP Institutional Buying and Selling by Quarter

Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Level Financial Advisors380,658$14.87M3.3%+5.0%1.336%
10/13/2026Grove Street Fiduciary LLC78,786$3.08M1.4%-15.2%0.276%
10/9/2026Market Street Wealth Management Advisors LLC101,588$3.97M0.6%-67.2%0.359%
10/8/2026Factor Wealth Management LTD8,449$330K0.1%-35.2%0.030%
10/8/2026Farther Finance Advisors LLC125,076$4.89M0.0%+30.0%0.442%
10/8/2026Apella Capital LLC217,046$8.50M0.1%-6.9%0.767%
9/23/2026Envestnet Portfolio Solutions Inc.9,893$408K0.0%+10.5%0.035%
9/23/2026Envestnet Asset Management Inc.162,472$6.70M0.0%+18.6%0.576%
9/18/2026Security National Bank of SO Dak8,288$342K0.2%N/A0.030%
9/18/2026Security National Bank of Sioux City Iowa IA5,424$224K0.1%N/A0.020%
9/9/2026Tortoise Investment Management LLC28,642$1.18M0.1%+6.3%0.103%
9/9/2026NewEdge Advisors LLC10,800$446K0.0%+885.4%0.039%
9/9/2026XY Planning Network Inc.40,592$1.68M0.2%+34.3%0.147%
9/8/2026Allworth Financial LP25,730$1.06M0.0%-1.3%0.093%
9/2/2026Citadel Advisors LLC56,616$2.34M0.0%N/A0.204%
8/23/2026Henrickson Nauta Wealth Advisors Inc.125,241$5.17M1.3%+13.6%0.452%
8/22/2026SeedSafe Financial LLC19,613$809K0.6%N/A0.071%
8/21/2026KFG Wealth Management LLC264,903$10.93M1.2%+3.9%0.956%
8/21/2026Greenspring Advisors LLC15,232$628K0.0%-7.4%0.055%
7/9/2026Ares Financial Consulting LLC108,404$4.47M3.1%+3.7%0.400%
7/9/2026CPA Asset Management Group LLC24,935$1.03M0.3%-83.1%0.092%
7/8/2026Factor Wealth Management LTD13,040$538K0.1%+41.1%0.048%
7/8/2026Shearwater Capital LLC39,646$1.64M0.8%-6.8%0.146%
7/8/2026Apella Capital LLC233,025$9.60M0.1%+2.5%0.860%
5/18/2026Royal Bank of Canada47,986$2.00M0.0%+22.5%0.185%
5/15/2026Broadhurst Jeffrey B65,967$2.75M2.8%N/A0.255%
5/14/2026Klingman & Associates LLC26,685$1.11M0.1%-0.9%0.103%
5/14/2026Monograph Wealth Advisors LLC233,375$9.74M0.9%+4.1%0.901%
5/6/2026Sterling Financial Planning Inc.170,748$7.12M2.1%+10.4%0.659%
5/6/2026Centennial Bank AR33,380$1.39M0.5%+32.9%0.129%
5/6/2026Assetmark Inc.70,663$2.95M0.0%-2.0%0.273%
5/6/2026CPA Asset Management Group LLC147,462$6.15M2.1%-10.9%0.569%
5/5/2026MB Generational Wealth LLC55,075$2.30M1.3%+15.2%0.213%
5/5/2026Nwam LLC52,471$2.19M0.1%+4.8%0.203%
5/2/2026Vestment Financial LLC158,546$6.69M3.4%+2.7%0.612%
4/30/2026Torren Management LLC913$38K0.0%-40.8%0.004%
4/30/2026Kestra Advisory Services LLC9,083$379K0.0%+9.5%0.035%
4/30/2026CFS Investment Advisory Services LLC56,576$2.39M0.2%+4.9%0.218%
4/29/2026Core Wealth Management Inc.253,735$10.59M3.2%+5.4%0.980%
4/28/2026Planning Center Inc.1,058,790$44.17M4.5%+4.1%4.088%
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4/28/2026Berger Financial Group Inc4,817$201K0.0%N/A0.019%
4/27/2026Financial Plan Inc.193,415$8.07M0.9%+31.7%0.750%
4/24/2026Root Financial Partners LLC10,711$447K0.0%-8.9%0.042%
4/23/2026Forum Financial Management LP163,359$6.82M0.1%-0.4%0.633%
4/23/2026Coston McIsaac & Partners16,567$691K0.2%-4.0%0.064%
4/22/2026Aspire Private Capital LLC11,559$482K0.1%-11.7%0.045%
4/22/2026Foundry Financial LLC119,478$4.99M2.1%+97.9%0.463%
4/21/2026BCU Wealth Advisors LLC116,000$4.84M1.8%+2.7%0.450%
4/21/2026KFG Wealth Management LLC255,045$10.64M1.4%+10.1%0.989%
4/20/2026Factor Wealth Management LTD9,244$386K0.1%N/A0.036%
4/20/2026Apella Capital LLC227,411$9.59M0.1%+20.5%0.881%
4/17/2026Krilogy Financial LLC144,234$6.07M0.2%+4.3%0.559%
4/17/2026Stewardship Advisors LLC9,829$410K0.1%+5.1%0.038%
4/16/2026Henrickson Nauta Wealth Advisors Inc.110,231$4.60M1.3%-40.0%0.427%
3/2/2026Amicus Financial Advisors LLC48,084$2.00M0.6%N/A0.188%
2/24/2026TRU Independence Asset Management 2 LLC12,167$506K0.3%-12.9%0.048%
2/19/2026Axxcess Wealth Management LLC33,194$1.38M0.0%N/A0.130%
2/18/2026Beacon Pointe Advisors LLC1,133,875$47.12M0.3%+6,458.4%4.429%
2/18/2026EP Wealth Advisors LLC7,086$294K0.0%N/A0.028%
2/18/2026Centennial Bank AR25,122$1.04M0.4%+5.5%0.098%
2/17/2026Equitable Holdings Inc.40,818$1.70M0.0%-1.9%0.159%
2/17/2026Osaic Holdings Inc.10,247$426K0.0%+98.3%0.040%
2/17/2026AWM Capital LLC84,892$3.53M0.3%+9.1%0.332%
2/17/2026Hill Investment Group Partners LLC802,608$33.35M4.0%+0.3%3.135%
2/17/2026Donalies Financial Planning LLC12,812$532K0.5%N/A0.050%
2/17/2026Royal Bank of Canada39,169$1.63M0.0%+57.0%0.153%
2/13/2026Kestra Advisory Services LLC8,298$345K0.0%+72.9%0.032%
2/13/2026CreativeOne Wealth LLC31,752$1.32M0.0%+32.1%0.124%
2/13/2026Stifel Financial Corp5,433$226K0.0%N/A0.021%
2/13/2026Balanced Rock Investment Advisors LLC59,543$2.47M1.8%+5.8%0.233%
2/13/2026Monograph Wealth Advisors LLC224,135$9.31M0.9%+1.8%0.876%
2/12/2026Jane Street Group LLC21,256$883K0.0%+39.6%0.083%
2/12/2026HRT Financial LP7,738$321K0.0%N/A0.030%
2/12/2026Commonwealth Equity Services LLC42,143$1.75M0.0%-7.2%0.165%
2/12/2026StoneX Group Inc.10,496$436K0.0%N/A0.041%
2/12/2026Altiora Financial Group LLC78,596$3.27M0.6%-4.4%0.307%
2/12/2026Great Valley Advisor Group Inc.7,298$303K0.0%-7.9%0.029%
2/11/2026Focus Partners Advisor Solutions LLC10,104$420K0.0%-58.2%0.039%
2/11/2026LPL Financial LLC24,092$1.00M0.0%+40.6%0.094%
2/11/2026Curio Wealth LLC14,974$623K0.2%-12.8%0.058%
2/11/2026Vise Technologies Inc.8,615$358K0.0%N/A0.034%
2/10/2026Greenspring Advisors LLC16,032$666K0.0%N/A0.063%
2/10/2026Goldman Sachs Group Inc.112,720$4.68M0.0%-5.0%0.440%
2/10/2026Root Financial Partners LLC11,760$489K0.0%-19.9%0.046%
2/10/2026Savant Capital LLC241,114$10.02M0.1%+1.7%0.942%
2/10/2026CFS Investment Advisory Services LLC53,941$2.24M0.2%+9.0%0.211%
2/10/2026Foundations Investment Advisors LLC13,467$560K0.0%+12.4%0.053%
2/9/2026Harbour Investments Inc.902$37K0.0%+645.5%0.004%
2/6/2026Geometric Wealth Advisors525,921$21.86M2.8%+0.9%2.054%
2/6/2026Axxcess Wealth Management LLC33,194$1.38M0.0%N/A0.130%
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2/6/2026Prevail Innovative Wealth Advisors LLC33,840$1.41M0.3%N/A0.132%
2/6/2026Larson Financial Group LLC119,284$4.96M0.2%-7.3%0.466%
2/6/2026Envestnet Portfolio Solutions Inc.9,023$375K0.0%-2.7%0.035%
2/5/2026Kane Co Wealth Management Inc.10,583$440K0.4%N/A0.041%
2/5/2026Yardley Wealth Management LLC270,023$11.22M6.0%+13.2%1.055%
2/5/2026Allworth Financial LP26,187$1.09M0.0%+1.2%0.102%
2/4/2026Nwam LLC50,056$2.08M0.1%+15.8%0.196%
2/3/2026New Dimensions Wealth Management LLC226,896$9.43M8.1%+5.3%0.890%
2/3/2026Coston McIsaac & Partners17,253$716K0.2%+137.4%0.068%
2/3/2026Plan Group Financial LLC40,442$1.68M0.4%-38.9%0.159%


DFIP Institutional Ownership - Frequently Asked Questions

During the previous two years, 171 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Beacon Pointe Advisors LLC ($47.12M), Heirloom Wealth Management ($45.55M), Planning Center Inc. ($44.17M), Hemington Wealth Management ($38.55M), Hill Investment Group Partners LLC ($33.35M), Geometric Wealth Advisors ($21.86M), and Rather & Kittrell Inc. ($21.01M).Learn more on Dimensional Inflation-Protected Securities ETF's institutional investors.

Of the 159 institutional investors that purchased Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Pointe Advisors LLC ($1.12M), Hemington Wealth Management ($727.79K), Insight Wealth Strategies LLC ($449.08K), Pinney & Scofield Inc. ($443.29K), Fortitude Family Office LLC ($428.49K), Scratch Capital LLC ($318.50K), and Planning Center Inc. ($314.43K).

Institutional investors have bought a total of 4,999,340 shares in the last 24 months. This purchase volume represents approximately $208.75M in transactions.

Of the 44 institutional investors that sold Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CPA Asset Management Group LLC ($407.11K), Market Street Wealth Management Advisors LLC ($208.60K), Forum Financial Management LP ($76.87K), Henrickson Nauta Wealth Advisors Inc. ($73.62K), Larson Financial Group LLC ($63.75K), Plan Group Financial LLC ($57.93K), and Saxony Capital Management LLC ($46.32K).

Institutional investors have sold a total of 1,086,342 shares in the last 24 months. This volume of shares sold represents approximately $44.66M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFIP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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